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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,763 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,275 | $93,617-47.4% | $135,982-63.8% | $75,177-34.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 9.31% | 30.89%-21.6pp | 68.32%-59.0pp | 160.75%-151.4pp |
| Employer contribution / active EE | $3,990 | $3,538+12.8% | $4,859-17.9% | $2,671+49.4% |
| Participant deferral / active EE | $8,594 | $6,406+34.2% | $7,760+10.8% | $4,126+108.3% |
| Admin fee / account holder | $127 | $6,980-98.2% | $10,767-98.8% | $5,651-97.8% |